See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,850 | $89,753+182.8% | $107,525+136.1% | $84,808+199.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.64% | 29.48%-10.8pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $14,911 | $3,113+378.9% | $3,754+297.2% | $2,631+466.7% |
| Participant deferral / active EE | $5,115 | $4,056+26.1% | $5,1160% | $4,212+21.5% |
| Admin fee / account holder | $12,117 | $7,222+67.8% | $8,919+35.9% | $7,344+65.0% |